Purchases and Sales Made in Q1 2022 in Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES CORE U.S. AGGREGATE BO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-6.12KClosed |
$649K - $693K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-6.15K- 25.75% |
$652K - $696K
|
17.7K
$1.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-6.17K- 3.42% |
$654K - $698K
|
174K
$17M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.24K- 7.28% |
$662K - $707K
|
79.5K
$7.78M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.3K- 14.79% |
$669K - $714K
|
36.3K
$3.55M
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-6.31K- 68.37% |
$670K - $715K
|
2.92K
$286K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.38K- 31.59% |
$677K - $723K
|
13.8K
$1.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-6.41K- 50.54% |
$680K - $726K
|
6.27K
$614K
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-6.41KClosed |
$680K - $726K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-6.47K- 3.62% |
$687K - $733K
|
172K
$16.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.68K- 32.82% |
$709K - $757K
|
13.7K
$1.34M
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-6.7K- 2.74% |
$711K - $760K
|
238K
$23.3M
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-6.7K- 30.25% |
$711K - $760K
|
15.5K
$1.51M
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-6.76K- 5.5% |
$717K - $765K
|
116K
$11.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-6.85KClosed |
$727K - $776K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-6.92KClosed |
$734K - $784K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-7.03K- 16.11% |
$746K - $796K
|
36.6K
$3.58M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-7.05K- 8.43% |
$748K - $799K
|
76.6K
$7.49M
|
|
|
May 04, 2022
Q1 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7.12KClosed |
$755K - $806K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-7.15K- 47.66% |
$759K - $810K
|
7.85K
$768K
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-7.19K- 13.46% |
$763K - $815K
|
46.2K
$4.52M
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.25K- 58.47% |
$769K - $821K
|
5.15K
$504K
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-7.25KClosed |
$770K - $822K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-7.28K- 71.84% |
$772K - $825K
|
2.85K
$279K
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-7.34K- 6.09% |
$779K - $832K
|
113K
$11.1M
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-7.4KClosed |
$785K - $838K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.43K- 60.11% |
$789K - $842K
|
4.93K
$482K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.65K- 27.47% |
$812K - $867K
|
20.2K
$1.98M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-7.78K- 45.84% |
$825K - $881K
|
9.19K
$899K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-7.81K- 99.99% |
$828K - $885K
|
1
$97.8
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7.89KClosed |
$837K - $893K
|
0
$0
|
|
|
Aug 23, 2022
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.97K- 1.79% |
$846K - $903K
|
436K
$42.7M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.97K- 1.79% |
$846K - $903K
|
436K
$42.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-8.13K- 48.3% |
$862K - $921K
|
8.7K
$851K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-8.28K- 41.52% |
$878K - $938K
|
11.7K
$1.14M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.38K- 3.9% |
$889K - $950K
|
206K
$20.2M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-8.65K- 65.1% |
$918K - $980K
|
4.64K
$454K
|
|
|
May 02, 2022
Q1 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-8.84K- 7.16% |
$938K - $1M
|
115K
$11.2M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
SELL
|
- |
-8.93K- 31.09% |
$948K - $1.01M
|
19.8K
$1.94M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-9.14K- 48.53% |
$970K - $1.04M
|
9.69K
$948K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.21K- 16.63% |
$978K - $1.04M
|
46.2K
$4.52M
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-9.35K- 81.04% |
$992K - $1.06M
|
2.19K
$214K
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-9.79K- 2.52% |
$1.04M - $1.11M
|
378K
$37M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.8K- 10.13% |
$1.04M - $1.11M
|
87K
$8.51M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.82K- 13.53% |
$1.04M - $1.11M
|
62.8K
$6.14M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-9.85KClosed |
$1.04M - $1.12M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-9.89K- 50.17% |
$1.05M - $1.12M
|
9.83K
$961K
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-10KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-10K- 15.38% |
$1.06M - $1.13M
|
55K
$5.38M
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-10.2K- 15.55% |
$1.08M - $1.15M
|
55.3K
$5.41M
|